See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,642 | $90,600+8.9% | $79,464+24.1% | $135,375-27.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.93% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,140 | $3,068-62.9% | $2,800-59.3% | $4,779-76.2% |
| Participant deferral / active EE | $7,776 | $4,050+92.0% | $3,704+109.9% | $5,609+38.6% |
| Admin fee / account holder | $192 | $5,907-96.7% | $5,113-96.2% | $10,827-98.2% |